Salesforce Development for real Estate Owners for easy sending of Emails and Text SMS to leads within business hours
About Company
Operating out of California, LendingXpress is a commercial, hard money, and residential broker/lender. It specializes in loans for real estate ranging from various sizes and types ranging from $100,000 to $180,000,000. Their custom loan programs offer the ideal financing solution for borrowers who don’t qualify for traditional financing and need a quick close.
LendingXpress is a private lender offering finance solutions for real estate owners and investors seeking transaction funding or cash out when traditional finance options don’t exist.
Challenges Faced
- They came to us for some specific requirements that they had first one was to make sending emails to lead easier. They also wanted to only send text messages to leads within business hours.
- They were also facing issues while sending emails and texts to leads. Hence, they wanted us to simplify this problem.
- Other than that, they wanted us to create email and SMS templates. Also, they wanted us to simplify email process alerts in Salesforce.
Key Improvement for Client
Jump in agent conversion number.
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%
creation of alerts helped in increasing the revenue.
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Better management and handling of leads with apex triggers and process builders.
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Proposed Solutions
- We created an Apex trigger for sending emails to the lead. We also helped them in the creation of triggers for sending SMS to the lead.
- Our qualified Salesforce developers brought a befitting solution to the table. They created a process builder in Salesforce to send SMS only during business hours.
- The developers at Salesforce Consulting Company HIC Global Solutions created a workflow for Opportunity to trigger Email alerts.
- We also helped them assign a user with Text and email to the Contact.
Result:
- A reported increase in case-handling productivity of agents.
- Quick, accurate, and effective email alerts on lead creation.
- Ease in sending text messages during business hours.
- Ease in assigning a correct user to the Connect.
India 
USA
UK
Canada